The Estates and Trusts Services Group of Sherrard, German & Kelly is well-known and highly regarded as a leader in its field.

Individuals and financial institutions alike have engaged the Estates and Trusts Services Group to assist them with estate planning, drafting wills and trust agreements, probate actions and appeals, estate and trust administration and tax issues. The Estates and Trusts Services Group practitioners have worked extensively with financial institution trust departments and are routinely retained for advice to create and implement solutions to the problems encountered by corporate fiduciaries. In addition, the Estates and Trusts Services Group represents individuals and corporate fiduciaries in estate and trust litigation, having extensive experience in such matters.

Representative Services

  • Estate Planning
  • Preparation of Powers of Attorney, Advance Health Care Directives and “Living Wills”
  • Drafting of Wills and Trust Agreements
  • Probate Actions and Appeals
  • Estate and Trust Administration
  • Federal Estate, Gift and Generation-Skipping Transfer Tax and Inheritance Tax Issues
  • Trust Department Issues
  • Family Office Counseling
  • Closely Held Business Succession Planning
  • Tax Planning and Counseling
  • Estate and Trust Litigation Services

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